See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,699 | $84,402+99.9% | $61,373+174.9% | $134,475+25.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.95% | 584.55%-601.5pp | 338.61%-355.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $9,663 | $1,544+525.7% | $1,159+733.5% | $4,740+103.9% |
| Participant deferral / active EE | $4,423 | $2,819+56.9% | $2,125+108.1% | $6,400-30.9% |
| Admin fee / account holder | $3,011 | $2,585+16.5% | $2,130+41.4% | $11,426-73.6% |